Insurance Account Coordinator: Client Relationships

Hilb Group; Barre (VT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Company-Paid Life Insurance

Disability coverage

Medical, Dental, Vision

401(k) with company match

Voluntary benefits

Generous PTO

Job summary

Hilb Group is seeking an Account Management Assistant to join our team in an in-office role with responsibilities including managing an assigned book of business, handling inquiries on coverages and policy changes, and coordinating with carriers to maintain strong client relationships.

Ideal candidates have 2+ years in customer service or sales within the P&C insurance industry, strong communication skills, and proficiency with AMS360.

Qualifications

• 2+ years of experience in customer service and/or sales in the P&C insurance industry.
• Strong interpersonal skills and ability to effectively communicate via phone or email.
• Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques.

Responsibilities

• Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance.
• Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business.
• Handle billing, service and endorsement requests and process necessary paperwork associated with requested
• Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship.
• Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary.
• Maintain knowledge of all company systems and offerings.

Skills

Customer service

Sales

P&C insurance

AMS360

Education

High School degree

Tools

AMS360

Job description

Hilb Group is seeking an Account Management Assistant to join our team in an in-office role with responsibilities including managing an assigned book of business, handling inquiries on coverages and policy changes, and coordinating with carriers to maintain strong client relationships.

Ideal candidates have 2+ years in customer service or sales within the P&C insurance industry, strong communication skills, and proficiency with AMS360.